Shahin Farshchi - Latest News and Information
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Daily
Every morning
Weekly
Tuesday recap
Taken a consumer platform from 1 to N? Knows the tradeoffs required to build infrastructure that supports millions? AI-native builder and culture carrier? @daraladje @withdelphi would love to entice you to join his team:
Inference will dominate tomorrow’s compute Inference isn’t just about FLOPs.. it’s about compute tightly coupled to memory bandwidth That’s why it’s encouraging to see Nvidia making this a central theme at GTC this year: h/t @WSJ https://t.co/Aeq9EnOdPR
The gap between SOTA robots and the many factories and warehouses that don’t use them is being closed by @goformic Making automating as easy as hiring workers: that’s the trillion-dollar opportunity.
- Scale out bottleneck is real - Co-packaged optics to be a “must” - NVDA pouring $$ into Lumentum/Coherent to lock down supply - Yet optical supply chain is still constrained and lumpy Photons are having their biggest moment since long-haul comms:
